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Playbooks
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Transaction Advisory

In the past one year, we have completely transformed service delivery in our sector

Traction

Before you strike a deal with an Investor, it's important to ensure that your rights and interests are sufficiently protected. We provide handholding throughout the deal making process to ensure a healthy long-term relationship with your investors and advisors.

Deal Structuring

  • Recommend instrument choice, rights stack, and control terms aligned to your preferences.

  • Draft/vet term sheets, SHA, SSA, SSHA, convertible notes, other instruments, and ensure enforceability and consistency across documents.

  • Cap table and dilution planning – model dilution across scenarios (including ESOP pool changes) so you know the true cost of capital.

  • Negotiation support – prepare negotiation positions, redlines, and trade-offs to reach closure without compromising critical protections.

ESOP Design & Implementation

  • ESOP pool sizing – recommend pool size and timing based on hiring plans, stage norms, and investor expectations.

  • Structure vesting schedules, cliffs, exercise windows, strike price approach, and treatment on exit/termination.

  • Draft ESOP policy and supporting documents to ensure clarity for employees and investors.

  • Set up the right approvals, board processes, and documentation to avoid future disputes.

  • Help roll out ESOP communication, grant processes, and compliance-ready recordkeeping.

Other Support

  • M&A and secondary advisory – support buy-side/sell-side evaluation, deal structuring, and negotiation for strategic transactions or secondaries.

  • Review and negotiate key commercial agreements (partnerships, revenue share, distribution, strategic MoUs).

Deliverables

What we'll deliver

Approach

How we'll deliver

Customized

Benefit from personalized guidance and recommendations based on your financial objectives and preferences.

Quick Turnaround

Dedicated startup advisory team, proven framework, and proprietary deliverables.

New-age Mindset

Our team comprises of CAs, MBAs, Lawyers and Finance Professionals having rich experience in dealing with Startups and Investors, giving you advise that aligns with industry norms. 

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Clients

They trusted us, we delivered

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Kaamna.png
iTrust.png
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Let's talk

Capital

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